Public Funds Summit Virtual 2021 | Opal Group | 10 February 2021 | Virtual Event

Virtual conferences are playing a crucial role in this time of remote work and digital business by allowing organizations to adapt in a world going through new challenges. These changes are not only altering the way we do business now but will alter the way we do business in the future.

At Opal Group, our goal is to become a valued partner to the financial investment world by providing options for companies and individuals to connect with one another in their efforts to share information, deal flow, and foster relationships that fuel your efforts to reach your target market. Today, Opal Group is proud to offer customized live virtual conferences that combine market timely ideas and industry specific topics – produced to connect like-minded individuals and companies. This new digital offering can help expand your brand’s reach, position speakers as thought leaders, and connect with potential prospects amidst the world’s current climate.

This event will address what has happened in the current financial investment marketplace since the outbreak of COVID-19 as it pertains to Public Pension plans and plan sponsors. We will look at issues that are critical to the investment success of senior public pension fund officers and trustees in the new millennium. Concerns of funding liabilities for beneficiaries in a world of declining returns yet maintaining a balance between the risk/reward paradigms is center in the mind of many trustees and representatives of pension plans around the country. Beyond the investment sphere we also address legal issues facing pension plans, ethic regulations and the importance of on-going education for plan sponsors and their fiduciaries.

Please join us on this journey to navigate the financial future of the pension world by attending and sharing thoughts on best practices and directions of what needs to be accomplished to secure the stability of pension’s present and future.

2021 Speakers

PANELISTS:

Chester Spatt
Professor of Finance, Tepper School of Business, Carnegie Mellon

Pamela R.
Professor of Finance, Tepper School of Business, Carnegie Mellon

Kenneth B. Dunn
Professor of Finance, Tepper School of Business, Carnegie Mellon

Jonathan Ward
Founder, Atlas Organization; Author China's Vision of Victory

Julapa Jagtiani
Special Advisor, Supervision Regulation and Credit, Federal Reserve Bank of Philadelphia

Stacey Dion
Managing Director & Global Head of Government Affairs, The Carlyle Group

Tom Bratkovich
Senior Vice President, Wilshire Associates

Roman Rjanikov
Portfolio Manager & Director of Research, DDJ Capital Management, LLC

Paul Robinson
co-PM, Laurium Limpopo African Equity Fund & Laurium Africa USD Bond Fund

Bernard Robertson III
CCO/Senior Investment Consultant/Principal, The Hackett Robertson Tobe Group (HRTG)

Patrick M. Hughes
Lieutenant General, U.S. Army (Retired)

Avi Loeb, Ph.D.
Professor of Science, Harvard University

David Simpson
Investment Officer - Private Equity, Los Angeles County Employees' Retirement Association (LACERA)

Reginald D. Tucker
Managing Director – Investments, Orange County Employees Retirement System (OCERS)

Kevin M. Nichols, CAIA, CIMA
Senior Investment Management Consultant, Vice President & Portfolio Manager, The Centre Harbour Group – Morgan Stanley Wealth Management

Glenn Mueller
Professor, University of Denver - Director Family Office Real Estate Institute

Russ Kamp
Managing Director, Ryan ALM, Inc.

`Brandon Zureick, CFA
Director, Portfolio Manager, Principal, Johnson Asset Management

Don Stracke
Consultant, NEPC, LLC

Josh Green
Founder, CIO and President, Raven Capital Management

Edward Shanklin
Private Consultant

Leonard Gilroy
Senior Managing Director, Pension Integrity Project, Reason Foundation

Ernest Liebre
Senior Vice President & Financial Advisor, Captrust

Elizabeth Burton
Chief Investment Officer, Hawaii Employees’ Retirement System

James Grossman
Chief Investment Officer, Pennsylvania Public School Employees Retirement

Derek Dobson
Chief Executive Officer & Plan Manager, CAAT Pension Plan

2021 Sponsors and Partners

DIAMOND SPONSORS:
• American Finance Trust
• AR Global
• Evestment

PLATINUM SPONSOR:
• Laurium Capital

SILVER SPONSOR:
• Capital Group

BRONZE SPONSOR:
• Fidelity Invesments

MEDIA PARTNERS:
• Alliance
• Alpha Journal
• Backstop
• CaproAsia
• Emerging Markets
• Executive Global
• Family Office Networks
• Global Risk Community
• The GRC Bluebook
• ICLG
• Impact Wealth
• Industry Tech Insights
• LDJ Capital
• Savvy Investor
• Scotsman Guide
• SmartMoney Match
• The DI Wire